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Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $38B
1-Year Est. Return 19.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.6B
AUM Growth
-$322M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,335
New
Increased
Reduced
Closed

Top Buys

1
+$93.9M
2
+$86.7M
3
+$39.9M
4
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$35.2M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$33.6M

Top Sells

1
+$89.4M
2
+$87.5M
3
+$42M
4
IYE icon
iShares US Energy ETF
IYE
+$40.9M
5
TPYP icon
Tortoise North American Pipeline ETF
TPYP
+$22.9M

Sector Composition

1 Technology 5.36%
2 Healthcare 4.62%
3 Financials 3.86%
4 Industrials 2.85%
5 Consumer Discretionary 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$28K ﹤0.01%
2,769
-94
2002
$28K ﹤0.01%
1,125
-71
2003
$28K ﹤0.01%
438
2004
$28K ﹤0.01%
176
+68
2005
$28K ﹤0.01%
7
2006
$28K ﹤0.01%
2,005
+501
2007
$28K ﹤0.01%
2,000
2008
$28K ﹤0.01%
137
-49
2009
$28K ﹤0.01%
334
-154
2010
$28K ﹤0.01%
1,292
-302
2011
$28K ﹤0.01%
842
-20
2012
$28K ﹤0.01%
833
-900
2013
$28K ﹤0.01%
1,454
+1,403
2014
$28K ﹤0.01%
752
+45
2015
$28K ﹤0.01%
1,378
-171
2016
$28K ﹤0.01%
223
+59
2017
$28K ﹤0.01%
813
+251
2018
$27K ﹤0.01%
697
-89
2019
$27K ﹤0.01%
1,036
-426
2020
$27K ﹤0.01%
885
+356
2021
$27K ﹤0.01%
225
-29
2022
$27K ﹤0.01%
1,084
+719
2023
$27K ﹤0.01%
943
+314
2024
$27K ﹤0.01%
1,500
2025
$27K ﹤0.01%
818
79 80
81
82 83